Frequently Asked Questions
When should founders move off spreadsheets for cap tables and equity awards management?
The moment equity becomes something you actively operate, not just record.
This usually happens when you start issuing multiple grants, negotiating SAFEs or convertibles, or preparing for a priced round. At that stage, every action affects something else: issuing a grant changes the ESOP pool, a SAFE conversion affects fully diluted ownership, and a new round requires updated approvals and documents. In spreadsheets, each of these updates has to be made manually in multiple places, which works early on but quickly becomes fragile as activity increases.
Why don’t spreadsheets hold up during fundraising and diligence?
Because spreadsheets don’t enforce structure or history.
Equity data lives across sheets, documents, emails, and folders, with no native link between ownership numbers and the approvals or agreements behind them. While spreadsheets offer version history, they only show that a change occurred, not the equity action, approval, or document that caused it. As a result, tracing how ownership evolved over time requires manual reconstruction. During diligence, founders end up explaining history instead of simply presenting it.
Does EquityList support cross-border and multi-entity structures?
Yes. EquityList is designed for companies with holding and operating entities across countries.
Each entity maintains its own cap table and equity pool, while ownership is rolled up into a consolidated view at the parent entity level. Cross-border grants and inter-company equity movements are structured through put–call agreements, so ownership stays aligned without manual adjustments. Permissions, reporting, and grants can all be managed at the entity level, keeping global structures clean and consistent without parallel spreadsheets.
How does EquityList help with equity reporting and compliance?
By generating all equity-related reports from a single, live source of truth.
EquityList supports accounting and regulatory requirements including IND AS 102, IFRS 2, Rule 701, and ASC 718, along with jurisdiction-specific statutory reports. Quarterly, annual, and event-based reporting is produced directly from recorded equity actions, so compliance doesn’t depend on recreating history or reconciling multiple files.
How do founders, HR, finance, and investors collaborate on EquityList?
Through role-based access to the same underlying system.
Founders, HR, and finance teams work from one shared equity record, while employees and investors see only what’s relevant to them through dedicated dashboards.



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